-89.0%
OPEN vs SCCO
+514.0%
-603.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.2% | -2.1% |
| 7D | -15.0% | -1.9% | -13.1% | -13.8% |
| 30D | -40.2% | -17.4% | -22.8% | -32.9% |
| 3M | -67.4% | -11.7% | -55.7% | -65.1% |
| 6M | -74.0% | -12.1% | -61.9% | -72.4% |
| YTD | -79.6% | +20.9% | -100.5% | -83.0% |
| 1Y | -86.1% | +31.3% | -117.4% | -89.0% |
| 3Y | -41.4% | +170.3% | -211.7% | -72.1% |
| 5Y | -94.9% | +240.8% | -335.7% | -97.8% |
| All | -89.0% | +514.0% | -603.0% | -95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SCCO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling